Live chat for sales and customer service

Live chat is incredibly powerful for sales and customer service. If you can staff it with a product expert, it’s worth running a two week trial and assessing the results. Here are a few tips when using live chat:

— Consider using it on more critical pages like pricing and FAQ instead of all pages.
— Running it inside the web app for support is a great way to engage with customers and trial users in the context of their product usage.
— Connect the live chat with your marketing automation system and CRM so that the chat transcripts are in your prospect and contact records.